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56 results found

  1. Automatically assign approvers to a template based on the currency

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  2. Ability to Edit During the Document Approval Workflow Process

    52 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you so much for reaching out! This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. We will definitely work on approval workflow improvements and the ability to edit the document while in the approval stage is one of the key things we are considering for delivery. Stay tuned.

  3. APAC localization: Korean and Mandarin

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    An error occurred while saving the comment
    AdminDrew Groves (Customer Success Manager, PandaDoc) commented  · 

    The ability to switch to Mandarin in the recipient view settings when sending.

  4. Ability to remove / customize quick access templates preview

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  5. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    17 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  6. Transfer data from multiple documents to a new document

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  7. Create a document from multiple objects in Hubspot

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  8. In-depth document reporting

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  9. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  10. [Reporting] Reporting based on document tags

    28 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  11. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    26 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  12. API Improvement (total value added to this endpoint to reduce API calls)

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) shared this idea  · 

  13. Archive documents

    51 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  15. Ability to create a "Standard Approval Workflow"

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) commented  · 

    The ability to define a group of repeating approval groups that could be assigned to multiple templates. You can give the same groups across different templates in its current iteration, but you must set them up manually each time.

    This would allow the groups to be already created and usable for other templates.

    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  16. Reporting: Time a document is waiting to be approved when sent to approver

    28 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  17. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    65 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  18. Automatically approve documents created by the approver

    13 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  19. The ability to update monday.com variables automatically.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  20. Monday.com subitem column (subitems)

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 
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